Zullo Investment Group’s BP BP Stock Holding History

Zullo Investment Group’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-261	Closed	-$7K	–	768
2022 Q3	$7K	Hold	261	–	–	﹤0.01%	531
2022 Q2	$7K	Sell	261 -330	-56%	-$10.1K	﹤0.01%	547
2022 Q1	$17K	Hold	591	–	–	0.01%	448
2021 Q4	$16K	Buy	+591	New	+$16.4K	0.01%	458

Other funds holding BP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zullo Investment Group's BP Position: Q4 2022 in Review

Zullo Investment Group sold out of BP (BP) in Q4 2022, closing a stake of 261 shares — an estimated $7K sold.

Zullo Investment Group first reported a position in BP in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold BP as of Q4 2022.

Zullo Investment Group reported no remaining BP position as of Q4 2022 after selling out during the quarter.
Zullo Investment Group sold 261 BP shares in Q4 2022, an estimated $7K.
Zullo Investment Group first reported a position in BP in Q4 2021 and held it in 4 quarters.
Zullo Investment Group's BP position peaked at $17K in Q1 2022.
1,103 funds tracked by Wall St. Rank held BP as of Q4 2022.

Based on Zullo Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.